Kim Jarvis: Why onshore bonds should be in every adviser's toolkit

Tax-efficient income

clock
Kim Jarvis technical manager Canada Life
Image:

Kim Jarvis technical manager Canada Life

Kim Jarvis explains the mechanics of onshore bonds, runs through a handy example case and urges advisers not to take a 'broad-brush' approach to the product

A recent study by Canada Life found a quarter of clients hold an offshore bond but just over a third hold an onshore bond. The study also highlighted that 25% of advisers have not written any offsh...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Bonds

Partner insight: Taking on climate change through fixed income

Partner insight: Taking on climate change through fixed income

ESG challenges are complicated and diverse for many asset classes, and fixed income is no exception

Invesco
clock 23 May 2022 • 1 min read
Partner insight: Tackling inflation - the fixed income view

Partner insight: Tackling inflation - the fixed income view

With real yields negative in many markets, where might you find the returns you need?

Invesco
clock 03 May 2022 • 1 min read
The liquidation process followed the exit of portfolio manager Tim Haywood in July 2018

GAM completes sale of final ARBF assets

Proceeds being returned to investors

Sam Shaw
clock 16 July 2019 •